Associate Wealth PlannerLocation: Cambridge (hybrid working available)
Salary: £45,000-£60,000
An excellent opportunity for a part-qualified Wealth Planner to join a supportive and growing team. This role combines financial planning, paraplanning, and client service, giving you exposure to all areas of wealth management while supporting senior Planners.
The Role*Provide advice on less complex matters.
*Work closely with a senior Planner to build and maintain strong client relationships.
*Undertake paraplanning tasks including research, cash-flow modelling, and drafting suitability reports.
*Support administration processes such as onboarding, valuations, and client servicing.
*Ensure all advice and activity meets compliance and regulatory requirements.
*Develop technical knowledge, client-facing skills, and a sales mindset to support long-term career progression.
About You*Minimum Level 4 qualified (CII Diploma or equivalent).
*Ambitious to achieve Chartered status.
*Previous paraplanning experience with strong technical knowledge.
*Strong communication, organisational, and relationship-building skills.
*Proficient in Word, Excel, PowerPoint; knowledge of XPlan desirable.
*Professional, detail-focused, and proactive with a collaborative approach.
Whats on Offer*A structured pathway to Chartered status.
*Opportunity to gain hands-on planning experience alongside senior advisers.
*Exposure to both technical and client-facing responsibilities.
*Supportive, professional culture with excellent long-term progression.